My Comments: This came as a reminder to me that none of has a contract with God to be here tomorrow, much less a few years from now. And there are things you should anticipate and take care of to make sure your family is not turned upside down when that lack of contract turns …
Continue reading Are Your Clients Better Prepared Than Abraham Lincoln Was?
My Thoughts on This: I recall a conversation I had some 30 years ago with another financial advisor. We were at some conference somewhere and I was roomed with someone from Philadelphia. We had just finished a presentation that dealt with a financial strategy for small business owners. He said he has several small business …
Continue reading Five Issues Small Business Owners Face in 2013
Stock guru sees extended run-up for stocks; 'everybody into the pool' My Comments: Laszlo Birinyi is one of those people who have made both good and bad predictions before yet are almost always seen as having a better insight into the future than the rest of us. Whether we hit a record high in 2013 …
Continue reading S&P 500 Will Hit Record High in 2013: Birinyi
My Thoughts on This: I've had the good fortune to spend time, albeit not yet in person, with Dr. Vicki Rackner. She has been a source of encouragement to me as I attempt to reach a professional goal. On ths day of food, football, and rest, I offer more thanks for the good people I've …
Continue reading Dr. Vicki’s Prescription for a Healthy Prosperous Year
My Comments: I promised a more positive attitude going forward and here you probably think I’m reneging on my commitment. I think of it more as a way to provide readers with an alternative when it comes to retirement income. My wife and I passed a local bank yesterday and they had a sign outside …
Continue reading Study: Prolonged Low Interest Rates Have Major Impact on Retirement Income
My Thoughts on This: I guess it’s time to start thinking again. The heavy part of the holidays are over and pressure is building for us to confront the new year. I’m not sure why I’m sharing this with you because I’va also been reading posts by people in the know who made predictions last …
Here we are at the end of the year and that means it’s almost time for NEW YEARS RESOLUTIONS! For me, these are always things I’ve been putting off and this is an opportunity to force myself to act! Unfortunately, after a while, they become depressing, since for the past several decades, I’ve never been …
My Thoughts on This: There is a right vs left component here that will determine the state of the world that our grandchildren inhabit. We can argue ‘till the cows come home which is better but at the end of the day, none of us individually has much influence on the outcome. So, today we …
My Thoughts on This: It’s usually pretty easy to be critical of those who either don’t think like we do or act in ways that we don’t think are appropriate. Especially when you’re a grumpy old man like me, as my wife is prone to remind me from time to time. This article caught my …
My Comments: OK, its Monday and near the end of the year and we’re all tired of politics and conflics involving the Fiscal Cliff. And then that God Awful incident in Connecticut that cries out for someone to show some leadership and force upon us a discussion about guns in this country. Ritual is apparently …
Helping Define Your Financial Future 